top of page
ChatGPT Image 2 févr. 2026, 06_20_53.png

Tailored Made Wealth Management Solutions

Welcome to Excellium Patrimoine, your wealth management specialist for optimizing your retirement and estate planning. We offer tailor-made solutions to help you grow and optimize your assets, including rental and real estate investments, always with unmatched expertise.

Maximize the return on your real estate investments

Rental and real estate investment is at the heart of our wealth management advice. Whether you're looking to acquire your first property or diversify your portfolio, our advisors guide you through every step of the investment process.

Maximize the return on your real estate investments

Rental and real estate investment is at the heart of our wealth management advice. Whether you're looking to acquire your first property or diversify your portfolio, our advisors guide you through every step of the investment process.

Maximize the return on your real estate investments

Rental and real estate investment is at the heart of our wealth management advice. Whether you're looking to acquire your first property or diversify your portfolio, our advisors guide you through every step of the investment process.

Maximize the return on your real estate investments

Rental and real estate investment is at the heart of our wealth management advice. Whether you're looking to acquire your first property or diversify your portfolio, our advisors guide you through every step of the investment process.

Rental and real estate investment is at the heart of our wealth management advice. Whether you're looking to acquire your first property or diversify your portfolio, our advisors guide you through every step of the investment process.

ChatGPT Image 31 janv. 2026, 20_53_39.png

Réduction d’impôt liée à l’investissement dans l’immobilier ancien avec travaux, sous conditions de localisation et de mise en location.
Un dispositif fiscal encadré, intégré à une stratégie patrimoniale globale.

Accompagnement sans honoraires

ChatGPT Image 31 janv_edited.jpg

Réduction d’impôt liée à la restauration de biens situés dans des secteurs patrimoniaux protégés.
Ce dispositif s’intègre dans une stratégie patrimoniale orientée optimisation fiscale et valorisation du patrimoine.

Accompagnement sans honoraires

ChatGPT Image 31 janv_edited.jpg

Dispositif fiscal permettant la déduction des charges liées à la restauration de biens classés ou inscrits.
Il s’intègre dans une stratégie patrimoniale d’optimisation fiscale et de conservation du patrimoine.

Accompagnement sans honoraires

Deficit Foncier_edited.jpg

Mécanisme fiscal permettant de déduire les charges et travaux des revenus fonciers, sous conditions.
Il s’intègre dans une stratégie patrimoniale d’optimisation fiscale appliquée à l’investissement immobilier.

Accompagnement sans honoraires

50, Avenue des Champs-Élysées 75008 Paris

Wealth Advisor R.C.S. 925 371 734 Evreux

Real Estate Agency
Professional License No. CP12701224000000010

Loan broker representative
Intermediary in banking operations and payment services
Tied insurance broker

Excellium Patrimoine

06 43 82 25 26

 

E-mail

contact@excelliumpatrimoine.com

QR Code Stéphane.png

Social media

  • Linkedin
  • Facebook
  • Instagram
  • X
  • Youtube
bottom of page